Tedda Joy Rogers

Employer firm

Charles Schwab & Co., Inc. CRD 5393

955,800 advisory clients

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• WRAP FEE PROGRAM SPONSOR AND FINANCIAL PLANNING ADVISOR REFERRAL PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2009 → 05/2020
  Usaa Financial Advisors Inc
  Phoenix, AZ
• 02/2009 → 05/2020
  Usaa Financial Planning Services
  Phoenix, AZ
• 01/2018 → 05/2020
  Usaa Investment Management Company
  San Antonio, TX
• 05/2020 → Present
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Previous Registrations

• 2018-01-08 → 2020-05-24
  Usaa Investment Services Company
  San Antonio, TX
• 2010-09-13 → 2018-01-08
  Usaa Financial Planning Services
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ
  Phoenix, AZ

Other Businesses

1) Roots Rental Space | Investment Related:No|13041 N Victor Hugo Ave|Phoenix|AZ|85032|USA|Real Estate (Non-Agent/Broker)|Owner|9/1/2021|Less than 20|0|My personal residence has acreage so I will be renting out space for people to store a vehicle, RV, or boat, etc. I can also provide storage space for someone's belongings. Rental may be monthly, daily, long term or short term.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-09-10
• S63 Uniform Securities Agent State Law Examination
  1996-11-18

Other Names

• Tedda Joy Rogers
• Tedda Joy Mcgee
• Tedda Joy Oliver